Fortis Capital Advisors

Latest statistics and disclosures from Fortis Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fortis Capital Advisors

Fortis Capital Advisors holds 249 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 6.1 $30M -10% 54k 559.40
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.1 $30M NEW 1.3M 23.61
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Schwab Strategic Tr Etf (SCHX) 6.0 $30M NEW 1.3M 22.08
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Invesco QQQ Trust Etf (QQQ) 5.7 $28M -2% 60k 468.92
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Schwab Strategic Tr Etf (SCHG) 5.3 $26M NEW 1.0M 25.04
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NVIDIA Corporation (NVDA) 4.6 $23M 217k 103.67
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Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL) 4.4 $22M +152% 236k 91.73
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Apple (AAPL) 3.5 $17M +4% 78k 222.13
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Schwab Strategic Tr Etf (SCHF) 3.1 $15M NEW 779k 19.78
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Microsoft Corporation (MSFT) 2.5 $12M -8% 33k 375.40
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Ishares Tr Etf (IJR) 2.0 $9.9M +2606% 95k 104.57
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Vanguard Index Fds Etf (VO) 2.0 $9.9M +2961% 38k 258.62
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Ishares Tr Etf (IVV) 2.0 $9.7M +476% 17k 561.92
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Amazon (AMZN) 1.8 $8.6M 45k 190.26
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Ishares Trust Ishares Msci Eafe Growth Etf Etf (EFG) 1.5 $7.2M +3074% 72k 100.00
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Ishares Etf (EMXC) 1.3 $6.3M NEW 115k 55.09
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Facebook Inc cl a (META) 1.3 $6.3M +7% 11k 576.36
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Vanguard S&p 500 Etf Etf (VOO) 0.9 $4.4M +211% 8.6k 513.95
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Netflix (NFLX) 0.9 $4.3M +9% 4.6k 932.53
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Tesla Motors (TSLA) 0.8 $3.9M -21% 15k 259.16
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Palantir Technologies (PLTR) 0.8 $3.9M +45% 46k 84.40
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Alphabet Inc Class C cs (GOOG) 0.7 $3.3M +2% 21k 156.23
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Costco Wholesale Corporation (COST) 0.6 $3.1M -31% 3.3k 945.78
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Select Sector Spdr Trust The Technology Select Sector Spdr Fund Etf (XLK) 0.6 $3.0M -3% 15k 206.48
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Select Sector Spdr Trust The Financial Select Sector Spdr Fund Etf (XLF) 0.6 $2.9M +743% 59k 49.81
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Ishares Tr Etf (IEFA) 0.6 $2.8M NEW 37k 75.65
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Spdr Ser Tr Etf (SPYV) 0.6 $2.8M NEW 55k 51.07
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Johnson & Johnson (JNJ) 0.5 $2.5M +411% 15k 165.84
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Invesco Exchange Traded Fd T Etf (XMMO) 0.5 $2.4M NEW 22k 113.76
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Ishares Tr Etf (ACWX) 0.5 $2.4M NEW 43k 55.45
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Ishares Core U S Aggregate Bd Etf Etf (AGG) 0.5 $2.3M +630% 23k 98.92
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McDonald's Corporation (MCD) 0.4 $2.2M -5% 7.0k 312.37
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Invesco Exchange Traded Fund Trust Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.4 $2.2M +51% 13k 173.23
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Ishares Tr Etf (MUB) 0.4 $2.0M +814% 19k 105.44
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Ishares Tr Etf (IJH) 0.4 $2.0M +278% 34k 58.35
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Exxon Mobil Corporation (XOM) 0.4 $2.0M +817% 16k 118.93
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Vanguard Index Fds Etf (VOT) 0.4 $1.9M +132% 7.8k 244.64
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Vaneck Etf Trust Vaneck Gold Miners Etf Etf (GDX) 0.4 $1.8M NEW 39k 45.97
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Ishares Tr rus200 grw idx (IWY) 0.4 $1.7M NEW 8.2k 210.96
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Pza etf (PZA) 0.4 $1.7M NEW 75k 23.04
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Vanguard Index Fds Etf (VBK) 0.3 $1.7M +12% 6.8k 251.77
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JPMorgan Chase & Co. (JPM) 0.3 $1.7M -11% 6.8k 245.30
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Home Depot (HD) 0.3 $1.7M +113% 4.5k 366.49
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Vanguard Total Stock Market ETF Etf (VTI) 0.3 $1.6M +22% 6.0k 274.84
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Alphabet Inc Class A cs (GOOGL) 0.3 $1.6M -20% 10k 154.64
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Servicenow (NOW) 0.3 $1.6M -24% 2.0k 796.14
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Berkshire Hathaway (BRK.A) 0.3 $1.6M NEW 2.00 798441.50
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MasterCard Incorporated (MA) 0.3 $1.6M -27% 2.9k 548.12
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Visa (V) 0.3 $1.6M +99% 4.4k 350.46
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Broadcom (AVGO) 0.3 $1.5M +129% 8.8k 167.43
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Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.3 $1.5M NEW 32k 45.07
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Spdr Gold Tr Gold Etf (GLD) 0.3 $1.5M +6% 5.1k 288.14
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Vanguard Mid-Cap Value ETF (VOE) 0.3 $1.5M NEW 9.1k 160.54
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Select Sector Spdr Trust The Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $1.4M NEW 15k 96.45
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Eli Lilly & Co. (LLY) 0.3 $1.4M -10% 1.7k 825.91
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Vanguard Index Fds Etf (VB) 0.3 $1.3M NEW 6.1k 221.75
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Arista Networks (ANET) 0.3 $1.3M NEW 17k 77.48
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Vanguard Specialized Funds Etf (VIG) 0.3 $1.3M +10% 6.8k 193.99
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $1.3M +138% 26k 50.83
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Vanguard Intl Equity Index F Etf (VT) 0.3 $1.3M -13% 11k 115.95
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Ishares Tr Etf (IWF) 0.3 $1.3M +39% 3.6k 361.09
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Vanguard Index Fds Etf (VBR) 0.3 $1.3M +309% 7.0k 186.29
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Cisco Systems (CSCO) 0.3 $1.3M NEW 21k 61.71
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Cheniere Energy (LNG) 0.3 $1.3M NEW 5.5k 231.40
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.3 $1.2M NEW 13k 92.79
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Simplify Exchange Traded Fun (BUCK) 0.3 $1.2M NEW 50k 24.68
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Bristol Myers Squibb (BMY) 0.2 $1.2M NEW 20k 60.99
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Schwab Strategic Tr 0 (SCHP) 0.2 $1.2M NEW 45k 26.89
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Nextera Energy (NEE) 0.2 $1.2M -7% 17k 70.89
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Dbx Etf Tr Etf (RVNU) 0.2 $1.2M NEW 49k 24.63
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Federal Agricultural Mortgage (AGM) 0.2 $1.2M -10% 6.3k 187.51
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Veeva Sys Inc cl a (VEEV) 0.2 $1.2M -30% 5.0k 231.63
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Bj's Wholesale Club Holdings (BJ) 0.2 $1.2M NEW 10k 114.10
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Aon (AON) 0.2 $1.1M NEW 2.9k 399.09
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Ishares Tr Etf (FXI) 0.2 $1.1M NEW 30k 35.84
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Ishares Tr Etf (IVW) 0.2 $1.1M -37% 11k 92.83
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Northrop Grumman Corporation (NOC) 0.2 $1.1M -61% 2.1k 512.01
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Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $1.0M -19% 3.0k 352.58
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Blackrock (BLK) 0.2 $1.0M NEW 1.1k 946.48
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Invesco Exch Traded Fd Tr Ii Etf (PXF) 0.2 $1.0M 20k 51.99
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Truist Financial Corp equities (TFC) 0.2 $1.0M +367% 25k 41.15
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Corteva (CTVA) 0.2 $1.0M NEW 16k 62.93
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Wisdomtree Tr Etf (USFR) 0.2 $1.0M +4% 21k 50.33
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Accenture (ACN) 0.2 $1.0M NEW 3.3k 312.04
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Vanguard Scottsdale Fds Etf (VTWO) 0.2 $1.0M +327% 13k 80.66
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Ishares Tr Etf (IWS) 0.2 $1.0M NEW 8.1k 125.97
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Cme (CME) 0.2 $1.0M NEW 3.8k 265.29
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Vanguard Index Fds Etf (VUG) 0.2 $1.0M +18% 2.7k 370.84
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Abbvie (ABBV) 0.2 $993k -43% 4.7k 209.54
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Nasdaq Omx (NDAQ) 0.2 $949k -36% 13k 75.86
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Raytheon Technologies Corp (RTX) 0.2 $946k NEW 7.1k 132.46
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Vanguard Index Funds Vanguard Value Etf Etf (VTV) 0.2 $923k +63% 5.3k 172.74
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Vanguard World Etf (VGT) 0.2 $922k +115% 1.7k 542.38
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Vanguard Intl Equity Index F Etf (VEU) 0.2 $921k 15k 60.66
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Atlassian Corporation Cl A (TEAM) 0.2 $914k +12% 4.3k 212.21
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iShares MSCI Poland Investable ETF (EPOL) 0.2 $900k NEW 32k 28.01
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Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $899k NEW 25k 35.88
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Republic Services (RSG) 0.2 $882k -28% 3.6k 242.16
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Network Associates Inc cl a (NET) 0.2 $878k NEW 7.8k 112.69
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Berkshire Hathaway (BRK.B) 0.2 $869k +34% 1.6k 532.58
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Trade Desk (TTD) 0.2 $860k +32% 16k 54.72
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Sony Group Corp Etf (SONY) 0.2 $850k NEW 34k 25.39
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $850k NEW 1.8k 484.82
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Main Street Capital Corporation (MAIN) 0.2 $850k 15k 56.56
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Oracle Corporation (ORCL) 0.2 $846k -41% 6.0k 139.83
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Ishares Tr Etf (IWP) 0.2 $841k NEW 7.2k 117.50
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Metropcs Communications (TMUS) 0.2 $840k -69% 3.2k 266.71
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Hubspot (HUBS) 0.2 $835k NEW 1.5k 571.29
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Kenvue (KVUE) 0.2 $797k NEW 33k 23.98
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Schwab Emerging Markets Equity ETF (SCHE) 0.2 $797k NEW 29k 27.57
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First Tr Exchange Traded Fd lng dur oprtun (LGOV) 0.2 $793k NEW 37k 21.50
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Invesco Exch Traded Fd Tr Ii Etf (SPLV) 0.2 $791k NEW 11k 74.72
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Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $772k NEW 16k 47.60
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Hca Holdings (HCA) 0.2 $768k NEW 2.2k 345.55
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Healthequity (HQY) 0.2 $756k NEW 8.6k 88.37
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Sprott Physical Silver Tr Etf (PSLV) 0.2 $751k NEW 65k 11.60
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Alibaba Group Holding (BABA) 0.2 $743k -22% 5.6k 132.23
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Penumbra (PEN) 0.1 $732k NEW 2.7k 267.41
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Vanguard Ftse Emerging Markets Etf Ftse Emerging Index Etf (VWO) 0.1 $730k +77% 16k 45.26
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Roblox Corp (RBLX) 0.1 $728k NEW 13k 58.29
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Moody's Corporation (MCO) 0.1 $714k NEW 1.5k 465.69
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Baker Hughes A Ge Company (BKR) 0.1 $707k NEW 16k 43.95
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Lululemon Athletica (LULU) 0.1 $704k 2.5k 283.06
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Vanguard Index Fds Etf (VV) 0.1 $699k +155% 2.7k 257.03
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Zillow Group Inc Cl C Cap Stk (Z) 0.1 $691k NEW 10k 68.56
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American Water Works (AWK) 0.1 $690k -2% 4.7k 147.52
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $679k NEW 8.3k 81.73
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Listed Fd Tr Etf (MAGS) 0.1 $670k -20% 15k 45.86
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Dimensional Etf Trust Etf (DFUS) 0.1 $670k 11k 60.48
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EOG Resources (EOG) 0.1 $661k -14% 5.2k 128.24
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Select Sector Spdr Trust The Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $654k 16k 41.85
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Gap (GAP) 0.1 $652k NEW 32k 20.61
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Tencent Music Entertco L spon ad (TME) 0.1 $648k NEW 45k 14.41
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Regeneron Pharmaceuticals (REGN) 0.1 $641k -39% 1.0k 634.23
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Ubs Group (UBS) 0.1 $639k NEW 21k 30.63
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McCormick & Company, Incorporated (MKC) 0.1 $629k NEW 7.6k 82.31
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Uber Technologies (UBER) 0.1 $628k NEW 8.6k 72.86
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Autodesk (ADSK) 0.1 $622k NEW 2.4k 261.80
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Keurig Dr Pepper (KDP) 0.1 $614k NEW 18k 34.22
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Arthur J. Gallagher & Co. (AJG) 0.1 $602k NEW 1.7k 345.24
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Dimensional Etf Trust Etf (DFUV) 0.1 $601k 15k 41.21
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Otis Worldwide Corp (OTIS) 0.1 $599k NEW 5.8k 103.20
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Essential Properties Realty reit (EPRT) 0.1 $587k NEW 18k 32.64
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Pimco Etf Tr Etf (MUNI) 0.1 $580k NEW 11k 51.55
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Vanguard World Etf (MGK) 0.1 $577k +16% 1.9k 308.88
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Exelixis (EXEL) 0.1 $572k NEW 16k 36.92
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Lockheed Martin Corporation (LMT) 0.1 $570k +12% 1.3k 446.71
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Chevron Corporation (CVX) 0.1 $570k +33% 3.4k 167.33
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Schwab Strategic Tr Etf (SCHO) 0.1 $567k NEW 23k 24.34
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Ishares Tr Etf (TLTW) 0.1 $547k +21% 23k 24.06
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Janus Short Duration (VNLA) 0.1 $542k NEW 11k 49.15
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SPDR DJ Wilshire Mid Cap Value (MDYV) 0.1 $541k NEW 7.0k 77.05
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PPL Corporation (PPL) 0.1 $540k NEW 15k 36.11
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Amdocs Ltd ord (DOX) 0.1 $535k NEW 5.8k 91.50
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $534k NEW 6.3k 84.41
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Monolithic Power Systems (MPWR) 0.1 $527k +18% 909.00 579.98
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AeroVironment (AVAV) 0.1 $508k NEW 4.3k 119.19
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Equinix (EQIX) 0.1 $488k NEW 599.00 815.35
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Global X Fds Etf (XYLD) 0.1 $470k NEW 12k 39.49
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International Business Machines (IBM) 0.1 $465k NEW 1.9k 248.66
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Ishares Tr Etf (IWR) 0.1 $464k +3% 5.4k 85.07
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Spdr Series Trust cmn (HYMB) 0.1 $459k NEW 18k 25.22
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Relx (RELX) 0.1 $459k NEW 9.1k 50.41
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J P Morgan Exchange Traded F Etf (JEPI) 0.1 $454k +16% 7.9k 57.14
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Vanguard Admiral Fds Etf (VOOV) 0.1 $449k +94% 2.4k 184.19
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Verizon Communications (VZ) 0.1 $447k NEW 9.9k 45.36
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Goldman Sachs (GS) 0.1 $440k NEW 806.00 546.35
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Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Etf (VOOG) 0.1 $439k +90% 1.3k 334.48
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Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $437k +2% 3.0k 146.01
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Pacer Fds Tr Us Cash Cows 100 Etf Etf (COWZ) 0.1 $435k -44% 7.9k 54.76
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Vanguard Mun Bd Fds Etf (VTEB) 0.1 $433k NEW 8.7k 49.62
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Ishares Tr Ishares Core Msci Europe Etf Etf (IEUR) 0.1 $430k NEW 7.2k 60.15
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Spdr Dow Jones Indl Average Etf (DIA) 0.1 $415k +6% 989.00 419.88
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $415k NEW 2.2k 188.16
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Ares Capital Corporation (ARCC) 0.1 $410k +7% 19k 22.16
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First Trust Large Cap Core Alp Fnd (FEX) 0.1 $410k 4.0k 102.46
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Wal-Mart Stores (WMT) 0.1 $409k +63% 4.7k 87.80
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Gitlab (GTLB) 0.1 $409k NEW 8.7k 47.00
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Collegium Pharmaceutical Inc Common Stock Usd (COLL) 0.1 $408k NEW 14k 29.85
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HSBC Holdings (HSBC) 0.1 $391k NEW 6.8k 57.43
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AutoZone (AZO) 0.1 $389k +2% 102.00 3812.78
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TJX Companies (TJX) 0.1 $386k +2% 3.2k 121.80
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Bank of America Corporation (BAC) 0.1 $384k NEW 9.2k 41.73
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Schwab Strategic Tr Etf (SCHA) 0.1 $383k NEW 16k 23.43
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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $376k NEW 3.6k 105.60
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Philip Morris International (PM) 0.1 $373k +36% 2.4k 158.73
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Dimensional Etf Trust Etf (DFAT) 0.1 $371k 7.2k 51.49
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Walt Disney Company (DIS) 0.1 $362k +61% 3.7k 98.70
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Vanguard Whitehall Fds Etf (VYM) 0.1 $359k 2.8k 128.98
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Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $358k NEW 15k 23.16
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $356k 2.6k 135.68
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United Parcel Service (UPS) 0.1 $350k +3% 3.2k 109.99
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Spdr Index Shares Funds Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $347k NEW 8.8k 39.37
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Ishares Trust Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $326k +6% 5.5k 58.95
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UnitedHealth (UNH) 0.1 $324k +59% 619.00 523.75
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Altria (MO) 0.1 $323k NEW 5.4k 60.02
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Ishares Silver Tr Etf (SLV) 0.1 $321k NEW 10k 30.99
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Vanguard Bd Index Fds Etf (BND) 0.1 $320k +42% 4.4k 73.45
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $318k NEW 24k 13.21
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Putnam Etf Trust Etf (PEMX) 0.1 $318k NEW 6.3k 50.10
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Ishares Tr msci int smlcp (ISCF) 0.1 $317k NEW 9.4k 33.68
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Ishares 20 Plus Year Treasury Bond Etf Etf (TLT) 0.1 $311k -91% 3.4k 91.03
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Vanguard Bd Index Fds Etf (BSV) 0.1 $309k NEW 4.0k 78.28
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Vaneck Etf Trust Etf (SHYD) 0.1 $309k NEW 14k 22.49
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Ishares Tr Ishares Core Msci Pacific Etf Etf (IPAC) 0.1 $304k NEW 4.9k 62.24
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Duke Energy (DUK) 0.1 $299k +13% 2.4k 121.98
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Invesco Exchange Traded Fd T Etf (PPA) 0.1 $298k +16% 2.6k 116.57
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Pimco Etf Tr Etf (BOND) 0.1 $297k -10% 3.2k 92.47
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MSCI Europe Financials Sector Index Fund (EUFN) 0.1 $285k NEW 10k 28.49
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Invesco Exch Traded Fd Tr Ii Etf (PGX) 0.1 $284k NEW 25k 11.22
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Spdr Index Shs Fds Etf (GWX) 0.1 $280k NEW 8.8k 31.96
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First Tr Exchange Traded Etf (FXZ) 0.1 $277k 5.0k 55.45
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Procter & Gamble Company (PG) 0.1 $276k NEW 1.6k 170.42
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Vanguard Scottsdale Fds Etf (BNDW) 0.1 $271k -19% 3.9k 68.81
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Arm Holdings Etf (ARM) 0.1 $269k -16% 2.5k 106.79
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Ishares Tr Etf (SCZ) 0.1 $267k NEW 4.2k 63.53
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Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $260k NEW 5.2k 49.91
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Select Sector Spdr Trust The Utilities Select Sector Spdr Trust Etf (XLU) 0.1 $248k NEW 3.1k 78.85
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Global X Fds Etf (QYLD) 0.1 $247k -58% 15k 16.63
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iShares MStar Mid Cap Growth ETF Etf (IMCG) 0.1 $247k NEW 3.5k 71.43
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Vanguard Scottsdale Fds Etf (VCSH) 0.1 $246k NEW 3.1k 78.94
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Ishares Tr Etf (IWO) 0.0 $246k NEW 962.00 255.53
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Select Sector Spdr Fund Shs Ben Consumer Discretionary Etf (XLY) 0.0 $245k NEW 1.2k 197.46
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Abbott Laboratories (ABT) 0.0 $243k NEW 1.8k 132.65
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Merck & Co (MRK) 0.0 $242k NEW 2.7k 89.77
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Spdr Short-term High Yield mf (SJNK) 0.0 $241k NEW 9.6k 25.16
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Ishares Russell 2000 Etf Etf (IWM) 0.0 $236k -87% 1.2k 199.49
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SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.0 $235k NEW 3.0k 79.46
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Ishares Tr Etf (IHI) 0.0 $232k +11% 3.9k 60.19
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Moderna (MRNA) 0.0 $232k NEW 8.2k 28.35
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Union Pacific Corporation (UNP) 0.0 $231k +4% 978.00 236.24
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Etf Ser Solutions Etf (JUCY) 0.0 $231k NEW 10k 22.83
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Vanguard Consumer Staples ETF (VDC) 0.0 $228k NEW 1.0k 218.82
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Blackstone Group Inc Com Cl A (BX) 0.0 $226k -87% 1.6k 139.78
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First Trust Utilities AlphaDEX Fnd (FXU) 0.0 $224k NEW 5.5k 41.01
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Vanguard Whitehall Fds Etf (VYMI) 0.0 $217k -48% 2.9k 73.69
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Annaly Capital Management (NLY) 0.0 $215k NEW 11k 20.31
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Spdr Series Trust Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $213k NEW 2.8k 76.62
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Ishares Tr Etf (ESGU) 0.0 $213k -29% 1.7k 121.95
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Dimensional Etf Trust Etf (DFAS) 0.0 $205k 3.4k 59.75
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Spdr Ser Tr Etf (SPTL) 0.0 $202k NEW 7.4k 27.26
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Spdr Series Trust Spdr Ice Preferred Securities Etf Etf (PSK) 0.0 $201k NEW 6.2k 32.39
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Calamos Lng/shrt Eq & Dyn (CPZ) 0.0 $200k NEW 13k 15.56
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Royce Value Trust (RVT) 0.0 $192k NEW 14k 14.24
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Takeda Pharmaceutical (TAK) 0.0 $191k NEW 13k 14.87
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Vera Bradley (VRA) 0.0 $29k NEW 13k 2.25
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I-80 Gold Corp (IAUX) 0.0 $20k NEW 34k 0.58
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Senseonics Hldgs (SENS) 0.0 $13k NEW 20k 0.66
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American Battery (ABAT) 0.0 $11k NEW 11k 1.03
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Past Filings by Fortis Capital Advisors

SEC 13F filings are viewable for Fortis Capital Advisors going back to 2022